Guidance ledger · Q1 FY27

ABB India Ltd ABB

3 revisions on record · 2 lowered · 1 raised — the strikethrough is what management used to say

refuses forward guidance · held across quarters

Holding view → · latest concall · The pulse

↑ raised Order growth Q4 FY26 → Q1 FY27

~~25% Q4FY26 (base 9% + large orders from data center + rail)~~ → 50% Q1FY27 (all base, 77% EL, 26% Motion, 24% Automation)

“very important 50% growth in orders. So that's year-on-year comparable to the last year same quarter”

↓ lowered Electrification PBIT margin Q4 FY26 → Q1 FY27

~~21.4% (Q4FY26), 25.7% (Q4FY25)~~ → 15% (Q1FY27)

“we are growing at 31% and profitability at 15%. Yes, and this has been impacted basically material cost impact due to metal prices hardening and also the forex volatility”

↓ lowered Operational EBITA (H1 CY2026) Q4 FY26 → Q1 FY27

~~Not disclosed for H1 prior year~~ → 12.8% H1, 12.6% Q2 CY2026

“Operational EBITA, 12.8%, and we will look at it in a greater detail as we go forward in the presentation”

Method. Revisions come from management's own stated numbers, compared quarter over quarter across the covered concalls; each carries the verbatim quote. “No revisions” can also mean guidance too vague to pin down — see the posture chip above. Not investment advice.